BIT: Bitcoin Faces Short-Term Pressure Amid Rising Inflation

Odaily reports that BIT released its latest weekly report, stating that if Bitcoin could keep pace with the Nasdaq rally, its price should theoretically be close to $140,000. However, the divergence in performance between Bitcoin and the Nasdaq has been widening significantly since October 2025.

BIT pointed out that the latest US CPI data has rebounded to 3.0%, which is 100 basis points higher than the Federal Reserve's target. The market has also begun to scale back some of the pricing for rate cuts in 2026. The report argues that Bitcoin's previous upward momentum relied heavily on expectations of Fed easing, and as these expectations recede, Bitcoin's performance is facing short-term pressure.

The report also notes that the stock market benefits from nominal income growth and a decline in real debt burdens driven by rising inflation, leading to a different trajectory compared to Bitcoin. BIT believes that the current market focus is on whether the repricing of inflation expectations will weaken Bitcoin's fundamentals, and how investors will subsequently adjust their positions.